Insurance Sales Assistant

NightOwl Consulting Philippines Inc.; Philippines; On-site; PHP 279,000 - 446,400; Full time

Benefits offered by this job

Above market salary

HMO on Day 1 for principal and two de–

Government-mandated benefits

Performance-based incentives

Quarterly company events

1,000 PHP De Minimis

Equipment and software provided

Job summary

NightOwl Consulting Philippines Inc. seeks an Overseas Virtual Assistant to provide administrative and customer service support to the personal lines insurance team. You will assist with policy processing, client communication, and documentation management in a fast-paced environment.

The role requires strong organizational skills, attention to detail, and experience with EZLynx or similar CRM systems, ensuring accurate data handling and timely follow-ups.

Qualifications

• Knowledge of personal lines insurance (home, auto, umbrella).
• Experience with policy binding, endorsements, and documentation.
• Proficiency in EZLynx or similar CRM systems.
• Strong document management and organizational skills.
• Attention to detail in handling policy data and effective dates.
• Experience with invoicing and billing coordination.
• Ability to track, follow up, and manage pending requirements.
• Familiarity with loan closing and processing coordination.
• Strong communication and time management skills.

Responsibilities

• Provide administrative, customer service, and operational support to the personal lines team.
• Assist with policy processing, client communication, and documentation management.
• Follow up on requirements and manage closing activities for policies.
• Send policy documents, ID cards, and invoices to customers.
• Coordinate with loan closings and processing teams as needed.
• Monitor documents in EZLynx and update closing dates when required.

Skills

Personal lines insurance knowledge

Policy binding experience

Invoicing and billing coordination

Document management

Strong communication skills

Time management

Customer service

Tools

EZLynx

CRM systems

Job description

Description

The Overseas Virtual Assistant will provide administrative, customer service, and operational support to the personal lines insurance team. This role ensures smooth daily workflow by assisting with policy processing, client communication, documentation management, and follow-up activities. The ideal candidate is highly organized, detail-oriented, comfortable working with insurance systems, and able to deliver professional service in a fast-paced environment.

Department: Operations

Location: Client

Compensation: ₱25,000 - ₱40,000 / month

Key Responsibilities

Closing

• Obtain payment information from the Account Manager.
• Confirm policy effective dates.
• Bind policies for home, auto, umbrella, PAF, and other applicable lines.
• Download RCEs, applications, policies/DEC pages, and invoices (when provided by the carrier).
• Create invoices in EZLynx when the carrier does not provide one.
• Prepare endorsement checklists for home, auto, or both as needed.
• Upload all documents into EZLynx, create a signature envelope, and send applications and checklists to the customer for signatures.
• Send auto ID cards, policy documents, receipts, and related materials to the customer.
• For loan closings, send RCE, policy/DEC page, and invoice to the processing team, then upload the sent email to customer documents.

Maintenance

• Monitor EZLynx for signed applications and endorsement checklists; follow up on missing documents.
• Download signed applications and upload them to the carrier when required.
• Track leads for the Account Manager (if applicable).
• Update closing dates as needed and send revised policy documents to loan officers or processing teams.

Skills, Knowledge and Expertise

• Knowledge of personal lines insurance (home, auto, umbrella)
• Experience with policy binding, endorsements, and documentation
• Proficiency in EZLynx or similar CRM systems
• Strong document management and organizational skills
• Attention to detail in handling policy data and effective dates
• Experience with invoicing and billing coordination
• Ability to track, follow up, and manage pending requirements
• Familiarity with loan closing and processing coordination
• Strong communication and time management skills

Benefits

• Above market salary
• HMO on Day 1 for principal and two dependents
• Government-mandated benefits
• Performance-based Incentives
• Quarterly Company Events
• 1,000 PHP De Minimis
• Equipment and software provided